Could the appt be on either of these dates, or would it have to be held between 3 July and 27 September?
The earliest date the appointment can be is 28 days before 3rd July... so 5th June. The latest date is 27th September.
So, you can have the appointment on one of those dates, providing they have available appointments to book.
About the form, I still have a few items I can't figure out -
2.27 - do we have any shared financial responsibilities? - I'm not actually sure! Mortgage is in his name; only bills in joint names is water & gas, but I pay half of all living expenses. Is this asking me if I'm legally liable, or just whether I contribute to household expenses?
Just say what you both contribute towards financially - things like mortgage payment, bills, any credit cards or store cards etc.
9.12 - ties to the US - would 'immediate and extended family, and friends' suffice? Anything else they want to know about? At the time of the appt I will still own a house, and have bank accounts in the US.
Just put whatever ties you have to the US... it's not a trick question, so just be honest. If you have family and friends and a house there, then that's what you write.
Sec 8, finances - list income sources. Husband works FT in the UK; I'm still paid in the US. My salary goes into a savings account and I remit money here to the UK as needed. Husband's salary exceeds new requirements so certainly meets old ones. Should I submit my US payslips with an explanation? I only pull from savings periodically, maybe 3-4x a year, and it's classed as 'savings' rather than a direct transmission of my paycheck, if that makes sense. I can substantiate everything, it's just a little messy and I'm not sure if they'll even care, since we don't draw public funds and Husband is employed.
It's up to you what you include.
All you have to show is that you, the US citizen, has not claimed any public funds and that you can continue to support yourself without you needing to claim any public funds in the future.
If you can show this using only your husband's income, then you don't need to worry about including any US salary or savings evidence, and you can just include any money in your UK account.
Or, if you want to show a complete picture of all your finances, then go ahead and include 6 months of your US payslips and bank statements, as well as your husband's payslips and bank statements and any UK statements you have.
Will we need to submit my stepchildren's UK passports?
No, they have absolutely nothing to do with your application.
Husband's child custody arrangement is private & as such nothing official exists re: support (50-50 custody, no maintenance; shared acct w/ExWife for shared childcare expenses). Will UKBA require anything to substantiate this? Should we submit Husband/H's ExW account statements?
I don't really know - are you mentioning this on the application form? If so, it would be worth including the bank statements to show where his money is going for childcare each month.
2yrs' docs, spaced out:
July - Oct 2012: British gas letter, addressed to "Mr & Mrs..." - joint
Nov 12 - Feb 2013: NatWest joint acct bank statement - joint
March - June 2013: Thames Water bill - joint **Can't find at the mo - might have to substitute NatWest joint acct statement - joint
July - Oct 2013: DVLA letter - me; annual mortgage statement, dated Sept - Husband
Nov 13 - Feb 2014: Private IVF clinic letter, specifically addressed to me but says "Dear (me and Husband) - joint OR NatWest joint acct statement - joint OR could add DVLA tax disc notice - Husband, or council tax bill - Husband, and HRMC letter - me
March - June 2014: Thames Water bill - joint
*Am I trying to use too many bank statements?
No, your bank statements are fine, you just need to have a minimum of 3 different sources for the letters, and you have 9 possible sources at the moment, depending on which ones you decide to use.
I would probably go with:
July - Oct 2012: British gas letter, addressed to "Mr & Mrs..." - joint (1st source)
Nov 12 - Feb 2013: NatWest joint acct bank statement - joint (2nd source)
March - June 2013: Thames Water bill - joint **Can't find at the mo - might have to substitute NatWest joint acct statement - joint (3rd source if you use water bill)
July - Oct 2013: DVLA letter - me; annual mortgage statement, dated Sept - Husband (4th and 5th sources)
Nov 13 - Feb 2014: council tax bill - Husband, and HRMC letter - me (6th and 7th sources)
March - June 2014: Thames Water bill - joint
The only US bank statement I have that's an original, issued in the last 6 months, is April's.
Apparently the bank turned off my paper statement option, and I am only just realizing this, going through the package of statements gathered for me by my parents & picked up on my trip to the US in May.
So I don't have the full set of 6months' originals to submit. I could request replacements to be issued/certified, but they wouldn't arrive here til July or later.
Would the lack of original statements mean I shouldn't submit my US pay stubs? Or would I be fine submitting my UK statements only?
US salary is submitted into US savings account & $ is periodically remitted to my UK bank account.
If you can't get original US bank statements, and your husband's income covers the requirement, then just don't bother including anything from your US income or bank account.
Or alternatively, just include the copies anyway as evidence and if they aren't acceptable, your husband's income will cover the requirement anyway.